Table of Contents

Introduction

Flowchart

Menu Pricing Maintenance Menu

The Rapid Quote Interface in Point-of-Sale

Raising an Estimate

Rapid Quote Form

Surcharge Credits

Surcharge Credit Form

Negotiating the Menu Price

Rapid Quote Negotiation Form

Header

Pricing Tab

Parts Tab

Labour Tab

Discounting or Applying a Fixed Price to a Menu

Default Menu Discount Rates

Menu Discount Limits

Menu Price Discount Form

Discounting Parts

Default Parts Discount Rates

Parts Discount Limits

Applying a Global Discount to Parts

Applying a Line-by-Line Discount to Parts

Discounting Labour

Changing the Default Labour Rate

Default Labour Discount Rates

Labour Discount Limits

Applying a Global Discount to Labour

Applying a Line-by-Line Discount to Labour

Prices

Price Selection Form

Linked Jobs

Job Selection Form

Notes

Load Types

Fixed-load

Itemised-load

Recording Lost Sales

Enquiry Logging Form

Converting Estimates into Job Cards

Converting Job Cards into Invoices

Menu Pricing Set-up

Rapid Quote Setup Form

Menu and Toolbar

Data Tab

Fluid Mapping Tab

Job Group Defaults Tab

Preferred Parts Tab

Status Tab

Data Conversion

Uploading and Converting Data

Fluid mapping

Fluid Mapping Form

Amending Fluid Mapping

Job Group Defaults

Job Group Defaults Form

Preferred Parts

Preferred Part Mapping Form

Creating Preferred Part Mapping

Amending Preferred Part Mapping

Deleting Preferred Part Mapping

Menu Pricing Status

Parameters

Parameters Form

Miscellaneous Tab

Department Tab

Negotiation Tab

Discounting Tab

Point of Sale Tab

Enquiry Logging Tab

Menu Pricing Maintenance

Rapid Quote Maintenance Form

Menu and Toolbar

Header Tab

Labour Tab

Parts Tab

Linked Jobs Tab

Prices Tab

Notes Tab

Searching for/Displaying a Menu

Price Maintenance

Price Maintenance Form

Price Form

Viewing a Price

Creating a Fixed Price

Creating a Menu Discount

Creating an Itemised Discount

Amending a Fixed Price

Deleting a Fixed Price

Purging Expired Prices

Marking a Price as Active or Inactive

Printing Menus

Print Menu Form

Additional Items

Additional Items Form

Edit Additional Item Form

Adding an Additional Item

Amending an Additional Item

Deleting an Additional Item

File Usage

Menu Pricing File Usage Form

Glossary of Terms

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